401(k) · DOL Form 5500 · 2024
Pugh Lubricants LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 758
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $44,963
- Avg per participant Low balance/head
Official DOL plan name: Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · Sponsored by Pugh Lubricants LLC · North Carolina · Wholesale Trade
$34M in assets, 758 participants
Pugh Lubricants LLC's Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported $34M in total assets and 758 participants in its 2024 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,771 in Wholesale Trade (6,080 peers)
Where Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits by assets
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 758 participants (~$44,963/participant), up 28.2% in 2024.
- #4,771
- in Wholesale Trade (6,080 peers)
- +28.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan's outsized position by total assets
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,082,300 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits mid-pack in the medium band (758 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported participants rose from 725 in the plan year 2023 filing to 758 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 814084872 · Pugh Lubricants LLC PY 2024 · 401(k)
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · $34M · 758 · 79th
- RANK $34M
- RANK 758
- RANK 79th
- RANK 401(k)
- RANK near Emsl Analytical, Inc. 401(k) Retirement Plan
- RANK ind #4771
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in North Carolina →
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 814084872 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pugh Lubricants LLC)
Sponsor-wide plan assets over time
All Pugh Lubricants LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 82.15855939406008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 522 | $19M |
| 2023 | 1 | 725 | $27M |
| 2024 | 1 | 758 | $34M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Emsl Analytical, Inc. 401(k) Retirement Plan in NJ ($34M); by covered participants it is Binson's Hospital Supplies, Inc. 401(k) Plan in MI (758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Emsl Analytical, Inc. 401(k) Retirement Plan (NJ) $34M · 797
- Mcbride & Son 401(k) Savings Plan (MO) $34M · 159
- U.S. Tool Grinding, Inc. Employees Profit Sharing Plan (MO) $34M · 891
- Loral Savings Plan () $34M · 59
Similar participant headcount
Nearest other-state filings by covered participants (758 participants); asset peers above are excluded.
- Binson's Hospital Supplies, Inc. 401(k) Plan (MI) 758 · 0 off
- Fig LLC 401(k) Profit Sharing Plan & Trust (NY) 758 · 0 off
- Air Transport International, Inc. 401(k) Plan (OH) 758 · 0 off
- Gentex Corporation Retirement Plan (PA) 758 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.